About Us
Started in 2018, we were a newly engaged couple saving for our upcoming wedding. After we met with a financial planner, we realized that we were nowhere near financial freedom. He introduced us to basic concepts of investing, how many works, and how to become debt free, and financially free. These are significant in achieving one’s dream life but never taught in school. As a former Registered Nurse and a Lead Coordinator, we work hard for our money; therefore, we want our money to work hard for us.
Learning about these financial concepts not only empowered us to make better financial decisions, but also urged us to set a plan with a step-by-step guide towards financial freedom.
Now, we are working on our dreams and goals as a family. Since we know better, we can do better. And we want to pay it forward by educating individuals and families about the same concepts we were taught and help set them up with a game plan towards financial freedom.
Our Vision
- To become the most trusted and respected Financial Advisor with a life-long client relationship that will pass on to the next generations to come
Our Mission
- To serve individuals and families by helping them create a financial strategy to build wealth, prepare for the uncertainty, and ultimately, financial independence.
The Process
Coaching Process
Clarity is key. With our complimentary Financial Needs Analysis, we will see where you are financially, where you want to be, and how to get there.
Our Family
Take Care of What Matters Most!
We will work with you no matter where you are in your financial journey